Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Josh Werle, CFP®|AAMS®
5 West Back Street, Fincastle, VA
24090, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh Werle, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Josh Werle, CFP®|AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Josh Werle located?
At 5 West Back Street, Suite 102, Fincastle, VA 24090, US.
What are the office hours for Edward Jones - Financial Advisor: Josh Werle?
Monday through Friday from 8:00 AM to 5:00 PM; closed on Saturday and Sunday.
How can I contact Josh Werle at Edward Jones by phone or email?
You can call +1 540-473-3640 or email josh.werle@edwardjones.com.
Does Edward Jones - Financial Advisor: Josh Werle offer any tools for retirement planning?
Yes, they feature a retirement savings calculator to help clients prepare for their future.
Can I schedule a consultation with Josh Werle online?
Yes, appointments can be booked via their contact page at Edward Jones' website.
Are there any financial or government offices near Edward Jones in Fincastle?
Nearby are the Botetourt County General District Court, Botetourt County Courthouse, Botetourt County Sheriff's Office, and Botetourt County Circuit Clerk office.
What local organizations are around Edward Jones that might interest young professionals?
The Botetourt Young Professionals Organization is nearby and provides networking opportunities for local professionals.
Are there any dining or leisure spots near Edward Jones where clients can relax?
Yes, clients can visit The Botetourt Wine Trail or 1772 Rooftop on Main for drinks and socializing nearby.
What is the best way to reach Edward Jones for someone visiting Fincastle?
Visitors can find Edward Jones at 5 West Back Street, Suite 102, in downtown Fincastle, close to key local government offices and organizations, making it easy to combine visits with other errands.